IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.02M
3
+$756K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$736K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$734K

Top Sells

1
+$1.81M
2
+$1.23M
3
+$1.18M
4
BTI icon
British American Tobacco
BTI
+$999K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$950K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.56%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3.91K ﹤0.01%
72
752
$3.83K ﹤0.01%
22
753
$3.83K ﹤0.01%
204
754
$3.78K ﹤0.01%
187
755
$3.75K ﹤0.01%
66
756
$3.68K ﹤0.01%
75
757
$3.67K ﹤0.01%
19
758
$3.58K ﹤0.01%
87
759
$3.46K ﹤0.01%
251
760
$3.44K ﹤0.01%
274
761
$3.44K ﹤0.01%
1,397
762
$3.42K ﹤0.01%
325
763
$3.36K ﹤0.01%
80
764
$3.3K ﹤0.01%
150
765
$3.24K ﹤0.01%
35
766
$3.22K ﹤0.01%
100
767
$3.2K ﹤0.01%
35
+1
768
$3.11K ﹤0.01%
28
769
$3.09K ﹤0.01%
187
770
$2.97K ﹤0.01%
139
771
$2.94K ﹤0.01%
28
772
$2.84K ﹤0.01%
22
773
$2.74K ﹤0.01%
56
774
$2.74K ﹤0.01%
84
775
$2.71K ﹤0.01%
100
29 30
31
32 33